FAIS Branch Advisor: Build Trusted Client Relationships

FirstRand Limited; Cape Town; On-site; ZAR 180,000 - 240,000; Full time

Job summary

FNB Points of Presence in Cape Town invites applications for a Branch Advisor. In this full-time role you will deliver compliant financial advice to clients in a high-volume branch, build relationships, and educate customers on the right channels and banking solutions.

You will interpret FAIS and TCF requirements, maintain accurate client records, and strive to meet sales and service targets while upholding ethical standards and brand promise to help customers.

Qualifications

• FAIS and TCF knowledge required.
• Strong client-focused advisory skills.
• Ability to meet sales, service and compliance targets.
• High attention to detail and accuracy.

Responsibilities

• Build and manage long-term client relationships.
• Provide compliant financial advice in a high-volume branch.
• Educate customers on banking channels and products.
• Maintain accurate client records and documentation.
• Achieve individual and branch targets.
• Stay updated on regulatory changes.

Skills

FAIS

TCF

Sales targets

Client relationships

Ethical advice

Compliance

Education

Grade 12 / NQF Level 4

NQF Level 5 Certificate in Banking / related fields

Job description

FNB Points of Presence in Cape Town invites applications for a Branch Advisor. In this full-time role you will deliver compliant financial advice to clients in a high-volume branch, build relationships, and educate customers on the right channels and banking solutions.

You will interpret FAIS and TCF requirements, maintain accurate client records, and strive to meet sales and service targets while upholding ethical standards and brand promise to help customers.